Sufyan Hamwi
New York,NY
Summary
I am a finance professional with a strong foundation in financial modeling, deal analysis, and portfolio evaluation, supported by a Bachelor’s degree in Finance and CFA Level I. At Tanto Capital Partners, I developed quantitative models and conducted rigorous due diligence for investment strategies. I further demonstrated leadership at Summit Junto, integrating AI/ML platforms to optimize business operations. My research on FDI flows in Saudi Arabia highlights my analytical capabilities and understanding of emerging markets. Currently, as a Financial Representative at Northwestern Mutual, I deliver tailored client solutions, leveraging data-driven insights. With a global mindset, multicultural communication skills (bilingual in English and Arabic), and a track record of results, I bring the strategic focus and quantitative expertise essential for success in private equity.
Overview
2
2
years of professional experience
Work History
Financial Representative
Northwestern Mutual
11.2024 - Current
- Selected to be in advanced program from my cohort to expedite my securities training and acquisition of FINRA licenses (series 7, series 63)
- Met with clients to assess needs, financial status, and eligibility.
- Created accurate financial documents to present to clients to optimize their wealth protection and growth.
- Conducted fact-finding meetings to holistically understand clients' financial, professional, and personal goals.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Met with customers to assess needs, financial status, and eligibility.
Business Analyst Intern
Summit Junto
04.2023 - 09.2023
- Guided a team in researching and integrating AI/ML platforms by analyzing market trends and technology capabilities, resulting in data-driven decision- making and implementation of solutions.
- Reviewed product utilization processes and developed optimization strategies.
- Applied advanced machine learning data analytics by leveraging statistical tools and techniques, introducing solutions to cross reference AI research against Summit's tech stack.
- Fostered collaboration across Summit Junto's departments ranging from executive management team, HR, recruiting, IT, and event planning team by coordinating 10+ meetings and facilitating communication, ensuring seamless tech integration and successful implementation of new platforms.
- Presented an investment pitch on behalf of Scoutible by conducting thorough research and preparing a compelling presentation, effectively representing the company at YPO's annual AI Summit at MIT and gaining positive feedback from attendees.
Investment Banking Intern
Tanto Capital Partners
07.2023 - 08.2023
- Developed sophisticated financial models and five-year forecasts by analyzing historical data and market trends, guiding strategic investment decisions and enhancing decision-making accuracy.
- Conducted in-depth market research on carbon credits, biochar, health-tech, and real estate in Turkey and the EU, synthesizing findings into investor materials that clearly communicated investment strategies, resulting in effective stakeholder engagement and securing buy-in.
- Led the valuation of a UK-based payment facilitator company with multiple revenue streams by applying DCF and EBITDA multiples, presenting findings in over five client meetings with the company's C-suite, which fostered trust and collaboration with the firm.
- Utilized analytical tools to identify 1,000+ potential clients by analyzing market data and financial metrics, creating tailored financial solutions that met client needs and expanded the firm's client base.
Education
Exam Completed, Awaiting Results - Finance
CFA Level I Candidate
05-2026
MITx - MicroMasters - Finance
Massachusetts Institute of Technology
EdX05-2025
Certificate of Completion - Financial Modeling: Build A Complete DCF Valuation
365 Careers
Udemy07-2024
Bachelor in Commerce - Finance & Business Technology Management
Concordia University, JMSB
Montreal, Quebec05-2024
HarvardX - Verified Certificate - Entrepreneurship in Emerging Economies
Harvard University
EdX08-2022
Course Certificate - Fundamentals of Quantitative Modeling
University of Pennsylvania
Coursera04-2022
Skills
- Data & financial analysis
- Sales
- Wealth management
- Valuation & modeling
- Interpersonal Skills
- Quantitative analysis & research
- Applications: Python, SQL, MS Office, Stata, Advanced Excel, Bloomberg, Pitchbook, Slack, ChatGPT
- Languages: Bilingual in English & Arabic Fluent in French Conversant in Spanish
Hobbies
Ski (inspired by RedBull's extreme ski events), Tennis , Boxing , Painting (inspired by Saad Yagan & other Syrian artists), Trombone (1st chair HS Band - Jazz), Violin (classical, inspired by Tchaikovsky's Six Pieces Op.51), Scuba Diving (Advanced Open Water license by PADI)
Timeline
Financial Representative
Northwestern Mutual
11.2024 - Current
Investment Banking Intern
Tanto Capital Partners
07.2023 - 08.2023
Business Analyst Intern
Summit Junto
04.2023 - 09.2023
Exam Completed, Awaiting Results - Finance
CFA Level I Candidate
MITx - MicroMasters - Finance
Massachusetts Institute of Technology
Certificate of Completion - Financial Modeling: Build A Complete DCF Valuation
365 Careers
Bachelor in Commerce - Finance & Business Technology Management
Concordia University, JMSB
HarvardX - Verified Certificate - Entrepreneurship in Emerging Economies
Harvard University
Course Certificate - Fundamentals of Quantitative Modeling
University of Pennsylvania
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